Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 2024

A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 62,869 shares of SCHG stock, worth $1.7 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares
62,869
Previous 47,858 31.37%
Holding current value
$1.7 Million
Previous $4.83 Billion 35.72%
% of portfolio
4.3%
Previous 3.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $1.39 Million - $1.59 Million
15,011 Added 31.37%
62,869 $6.55 Billion
Q2 2024

Aug 15, 2024
SELL
$87.04 - $101.61 $54,400 - $63,506
-625 Reduced 1.29%
47,858 $4.83 Billion
Q1 2024

May 13, 2024
SELL
$80.6 - $93.32 $199,082 - $230,500
-2,470 Reduced 4.85%
48,483 $4.5 Billion
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $3.57 Million - $4.25 Million
50,953 New
50,953 $4.23 Billion

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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